Create a CSV file for schedule of values (budget) from an Excel file in order to upload to Textura

Creating a CSV File for Your Schedule of Values (Budget) from an Excel File:

STEP 1: Click on the project name to navigate from the Home Page to the Project Home Page.

STEP 2: Select Edit Schedule of Values from the SOV/Subcontracts dropdown menu on the central navigation bar.

STEP 3: The system displays the Edit Schedule of Values page.

STEP 4: Click the Download Example CSV File link on the Edit Schedule of Values page to view a sample CSV file.

NOTE: There are two options for creating this file.

Insert your organization’s budget details into the sample file
Modify an existing worksheet or create a new spreadsheet in the given format in Excel

Follow the sample provided on the Edit Schedule of Values page and the illustrations/steps below to ensure that your file is formatted correctly. Each cell in the active area of the spreadsheet MUST contain a value and all cells MUST use general formatting.

STEP 5: Open your budget or Schedule of Values in Excel. Edit your file to look like the sample Schedule of Values below:

Description: sample_csv

NOTE: Line 1 fields contain the heading for each field. Subsequent lines contain the values defined by the column heading. DO NOT USE commas or dollar signs (use General formatting) and DO NOT USE subtotals or totals. Each uploaded line must have three values:

1) Phase Code (column A) - Use Cost Code from E1 or as specified by Owner

2) Phase Code Description (column B)

3) Budget Amount (column C)

STEP 6: Save the file in Excel as CSV (Comma Delimited) by selecting this option from the “Save as type” dropdown menu.